Jacob is joined by Alf and Andreas ofThe Macro Trading Floor to discuss the increasingly intersecting worlds of macro and geopolitics in 2023. Alf and Andreas offer differing perspective about the future of Europe, before turning to questions around how to play China’s re-opening and what the effects of a recession in the U.S. will be on U.S. equity performance.

2:00-13:00 – Geopolitics and investing/gold?

13:00-35:00 – Europe

35:00-45:00 – China/copper

45:00-end – U.S. v Intl equity performance in 2023

Macro trading floor podcast: Here

Alfonso Peccatiello’s website: Here

Andreas Steno Larsen’s website: Here

Make sure to check out the Cognitive Dissidents site and services here .

The Global Situation Report (CI Newsletter)

Cognitive Investments



This podcast uses the following third-party services for analysis:

Chartable - [ Ссылка ]
Podtrac - [ Ссылка ]

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